Vault-13

PRIME MEDICINE INC PRME

COM · Common Stock · CUSIP 74168J101 · ISIN US74168J1016

187 institutional holders -5 vs Q1 2026
104,248,379104.2m shares reported held*
57.5% of all shares outstanding*
$384.7mreported value*
22 new 64 added 67 reduced 23 sold out net bought ≈ $30.0m (+8.1m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($8.9m this quarter). Holder counts are more reliable. Shares outstanding: 181.4m as of 2026-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $3.69. Options: 5 managers hold calls ($2.8m notional), 5 hold puts ($2.8m).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q4 22: 68Q1 23: 77Q2 23: 80Q3 23: 84Q4 23: 106Q1 24: 116Q2 24: 123Q3 24: 117Q4 24: 133Q1 25: 126Q2 25: 122Q3 25: 167Q4 25: 183Q1 26: 192Q2 26: 187187Q4 22Q4 23Q4 24Q4 25Q2 26
Numbers
QuarterHolders
Q4 202268
Q1 202377
Q2 202380
Q3 202384
Q4 2023106
Q1 2024116
Q2 2024123
Q3 2024117
Q4 2024133
Q1 2025126
Q2 2025122
Q3 2025167
Q4 2025183
Q1 2026192
Q2 2026187

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 24: 51 bought or addedQ3 24: 51 cut or sold outQ4 24: 66 bought or addedQ4 24: 49 cut or sold outQ4 24Q1 25: 63 bought or addedQ1 25: 62 cut or sold outQ2 25: 63 bought or addedQ2 25: 69 cut or sold outQ2 25Q3 25: 115 bought or addedQ3 25: 38 cut or sold outQ4 25: 107 bought or addedQ4 25: 67 cut or sold outQ4 25Q1 26: 103 bought or addedQ1 26: 75 cut or sold outQ2 26: 86 bought or addedQ2 26: 90 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245151
Q4 20246649
Q1 20256362
Q2 20256369
Q3 202511538
Q4 202510767
Q1 202610375
Q2 20268690

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$5m$10m$15mQ3 25 calls: $10.1mQ3 25 puts: $6.1mQ3 25P/C 0.61Q4 25 calls: $4.1mQ4 25 puts: $3.5mQ4 25P/C 0.86Q1 26 calls: $3.6mQ1 26 puts: $2.9mQ1 26P/C 0.79Q2 26 calls: $2.8mQ2 26 puts: $2.8mQ2 26P/C 1.00
Numbers
QuarterCallsPutsP/C
Q3 2025$10.1m$6.1m0.61
Q4 2025$4.1m$3.5m0.86
Q1 2026$3.6m$2.9m0.79
Q2 2026$2.8m$2.8m1.00

Biggest buyers

GOLDMAN SACHS GROUP INC Added +2,460,093+2.5m
ARK Investment Management LLC Added +2,101,919+2.1m
CITADEL ADVISORS LLC Added +1,718,185+1.7m
Jump Financial, LLC New +1,240,429+1.2m
STATE STREET CORP Added +1,231,335+1.2m
BlackRock, Inc. Added +1,100,333+1.1m
Point72 Asset Management, L.P. New +533,553+533.6k
MILLENNIUM MANAGEMENT LLC New +427,097+427.1k
BANK OF AMERICA CORP /DE/ Added +404,331+404.3k
Alessandra Capital Management, LLC Added +241,093+241.1k

Biggest sellers

D. E. Shaw & Co., Inc. Reduced -744,681-744.7k
RENAISSANCE TECHNOLOGIES LLC Reduced -623,627-623.6k
Amova Asset Management Americas, Inc. Reduced -533,775-533.8k
Sumitomo Mitsui Trust Group, Inc. Reduced -527,809-527.8k
HRT FINANCIAL LP Reduced -451,259-451.3k
AQR CAPITAL MANAGEMENT LLC Reduced -436,937-436.9k
T. Rowe Price Investment Management, Inc. Reduced -244,561-244.6k
Bollard Group LLC Reduced -210,000-210.0k
Redmile Group, LLC Reduced -201,200-201.2k
Balyasny Asset Management L.P. Reduced -154,283-154.3k

Biggest calls

SIMPLEX TRADING, LLC Reduced $724.7k196.4k shares
JANE STREET GROUP, LLC Reduced $718.1k194.6k shares
CITADEL ADVISORS LLC Reduced $591.1k160.2k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $495.2k134.2k shares
GROUP ONE TRADING LLC Reduced $314.4k85.2k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.6m443.1k shares
CITADEL ADVISORS LLC Added $511.8k138.7k shares
JANE STREET GROUP, LLC Reduced $285.6k77.4k shares
GROUP ONE TRADING LLC Added $213.3k57.8k shares
SIMPLEX TRADING, LLC Reduced $200.4k54.3k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
GV 2019, L.P. 13G · passive investor filed 2025-11-12 12.3% 16.6m≈ $61.1m 2025-11-12
ARCH Venture Fund XII, L.P. 13D · may seek influence filed 2025-08-11 10.4% 18.6m≈ $68.6m 2025-08-11

Fell to 5% or below in the last year: T. Rowe Price Investment Management, Inc. (3.3%, 2026-02-17)

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 3 buyingQ2 25: 0 sellingQ3 25: 1 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20253$284.3k0——
Q3 20251$10.0m0——
Q4 20250—0——
Q1 20260—0——
Q2 20260—0——
Q3 20260—0——

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Alphabet Inc. 0.06% of their portfolio Mountain View, CA 16,562,49816.6m $61.1m $61.1m 0.06% Unchanged
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 9,602,0419.6m $35.4m $35.4m 0.00% Added +1.1m +1,100,333
3 ARK Investment Management LLC 0.20% of their portfolio ST. PETERSBURG, FL 8,348,7468.3m $30.8m $30.8m 0.20% Added +2.1m +2,101,919
4 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 7,576,4607.6m $28.0m $28.0m 0.00% Added +1.2m +1,231,335
5 T. Rowe Price Investment Management, Inc. 0.01% of their portfolio BALTIMORE, MD 5,237,3325.2m $19.3m $19.3m 0.01% Reduced -244.6k -244,561
6 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 4,522,6404.5m $16.7m $16.7m 0.00% Added +48.5k +48,478
7 Balyasny Asset Management L.P. 0.03% of their portfolio Chicago, IL 3,969,0824.0m $14.6m $14.6m 0.03% Reduced -154.3k -154,283
8 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 3,430,5183.4m $12.7m $12.7m 0.00% Added +2.5m +2,460,093
9 Casdin Capital, LLC 0.58% of their portfolio New York, NY 3,167,1753.2m $11.7m $11.7m 0.58% Unchanged
10 Woodline Partners LP 0.03% of their portfolio San Francisco, CA 3,003,9043.0m $11.1m $11.1m 0.03% Added +591 +591
11 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,794,6892.8m $10.3m $10.3m 0.00% Reduced -93.7k -93,729
12 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 2,712,4462.7m $10.0m $10.0m 0.00% Reduced -31.3k -31,254
13 Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio CHIYODA-KU, TOKYO, M0 2,412,9842.4m $8.9m $8.9m 0.01% Reduced -527.8k -527,809
14 Amova Asset Management Americas, Inc. 0.11% of their portfolio New York, NY 2,407,0182.4m $8.9m $8.9m 0.11% Reduced -533.8k -533,775
15 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 2,054,5432.1m $7.6m $7.6m 0.00% Added +1.7m +1,718,185
16 ADAR1 Capital Management, LLC 0.35% of their portfolio AUSTIN, TX 1,997,5522.0m $7.4m $7.4m 0.35% Added +24.3k +24,270
17 FMR LLC 0.00% of their portfolio BOSTON, MA 1,761,8841.8m $6.5m $6.5m 0.00% Reduced -7.6k -7,592
18 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 1,524,5111.5m $5.6m $5.6m 0.00% Reduced -48.3k -48,300
19 Redmile Group, LLC 0.34% of their portfolio LARKSPUR, CA 1,389,6321.4m $5.1m $5.1m 0.34% Reduced -201.2k -201,200
20 FARALLON CAPITAL MANAGEMENT, L.L.C. 0.03% of their portfolio SAN FRANCISCO, CA 1,240,8431.2m $4.6m $4.6m 0.03% Unchanged
21 Jump Financial, LLC 0.04% of their portfolio Chicago, IL 1,240,4291.2m $4.6m $4.6m 0.04% New
22 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 981,335981.3k $3.6m $3.6m 0.00% Added +404.3k +404,331
23 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 961,826961.8k $3.5m $3.5m 0.00% Added +99.6k +99,622
24 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 927,538927.5k $3.4m $3.4m 0.00% Added +10.3k +10,326
25 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 912,597912.6k $3.4m $3.4m 0.00% Added +25.9k +25,881
26 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 810,095810.1k $3.0m $3.0m 0.00% Reduced -34.1k -34,059
27 Greenwich Wealth Management LLC 0.10% of their portfolio GREENWICH, CT 768,001768.0k $2.8m $2.8m 0.10% Added +18.0k +18,000
28 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 764,633764.6k $2.8m $2.8m 0.00% Added +47.6k +47,631
29 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 708,963709.0k $2.6m $2.6m 0.00% Added +69.5k +69,506
30 Alessandra Capital Management, LLC 1.74% of their portfolio TORRANCE, CA 666,603666.6k $2.5m $2.5m 1.74% Added +241.1k +241,093
31 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 648,940648.9k $2.4m $2.4m 0.00% Reduced -744.7k -744,681
32 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 648,479648.5k $2.4m $2.4m 0.00% Reduced -67.3k -67,350
33 Point72 Asset Management, L.P. 0.00% of their portfolio STAMFORD, CT 533,553533.6k $2.0m $2.0m 0.00% New
34 MOORE CAPITAL MANAGEMENT, LP 0.04% of their portfolio NEW YORK, NY 500,000500.0k $1.8m $1.8m 0.04% Unchanged
35 CHELSEA COUNSEL CO 0.70% of their portfolio Woodland Hills, CA 449,060449.1k $1.7m $1.7m 0.70% Reduced -13.3k -13,280
36 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 427,097427.1k $1.6m $1.6m 0.00% New
37 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 340,365340.4k $1.3m $1.3m 0.00% Added +110 +110
38 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 304,678304.7k $1.1m $1.1m 0.00% Added +156 +156
39 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 304,444304.4k $1.1m $1.1m 0.00% Added +26.3k +26,324
40 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 275,931275.9k $1.0m $1.0m 0.00% Unchanged
41 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 251,747251.7k $928.9k $928.9k 0.00% Reduced -67.8k -67,803
42 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 246,344246.3k $909.0k $909.0k 0.00% Reduced -20.9k -20,875
43 IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.05% of their portfolio DUBLIN 2, L2 225,799225.8k $833.2k $833.2k 0.05% Added +20.4k +20,410
44 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 216,841216.8k $800.1k $800.1k 0.00% Added +74.9k +74,884
45 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 215,708215.7k $796.0k $796.0k 0.01% Added +58.4k +58,426
46 Jain Global LLC 0.01% of their portfolio NEW YORK, NY 215,218215.2k $794.2k $794.2k 0.01% New
47 JUPITER ASSET MANAGEMENT LTD 0.00% of their portfolio London, X0 209,490209.5k $773.0k $773.0k 0.00% New
48 Swiss National Bank 0.00% of their portfolio ZURICH, V8 208,300208.3k $768.6k $768.6k 0.00% Added +29.7k +29,700
49 PEAK6 LLC 0.02% of their portfolio AUSTIN, TX 208,057208.1k $767.7k $767.7k 0.02% New
50 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 195,664195.7k $722.0k $722.0k 0.00% Added +148.4k +148,432
51 Green Alpha Advisors, LLC 0.46% of their portfolio NIWOT, CO 185,023185.0k $682.7k $682.7k 0.46% Reduced -6.1k -6,148
52 Keystone Financial Group 0.04% of their portfolio LEXINGTON, KY 166,510166.5k $614.4k $614.4k 0.04% Added +500 +500
53 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 162,338162.3k $599.5k $599.5k 0.00% Added +39.9k +39,875
54 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 162,325162.3k $599.0k $599.0k 0.00% Added +28.6k +28,570
55 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 161,510161.5k $595.0k $595.0k 0.00% Reduced -451.3k -451,259
56 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 157,049157.0k $579.5k $579.5k 0.00% Added +70.6k +70,576
57 Bollard Group LLC 0.02% of their portfolio BOSTON, MA 151,136151.1k $558.0k $558.0k 0.02% Reduced -210.0k -210,000
58 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 150,300150.3k $523.0k $523.0k 0.00% Added +27.8k +27,840
59 Rafferty Asset Management, LLC 0.00% of their portfolio New York, NY 145,275145.3k $536.1k $536.1k 0.00% Reduced -70.3k -70,307
60 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 140,308140.3k $517.7k $517.7k 0.00% Added +43.4k +43,433
61 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 131,722131.7k $486.1k $486.1k 0.00% Added +57.5k +57,545
62 ExodusPoint Capital Management, LP 0.00% of their portfolio NEW YORK, NY 118,464118.5k $437.1k $437.1k 0.00% New
63 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 117,998118.0k $435.4k $435.4k 0.00% Reduced -436.9k -436,937
64 Virtus Investment Advisers, LLC 0.10% of their portfolio HARTFORD, CT 117,909117.9k $435.1k $435.1k 0.10% Added +51.4k +51,401
65 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 117,412117.4k $433.2k $433.2k 0.00% Reduced -623.6k -623,627
66 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 116,754116.8k $430.8k $430.8k 0.00% Added +2.5k +2,485
67 FIL Ltd 0.00% of their portfolio HAMILTON, D0 115,206115.2k $425.1k $425.1k 0.00% Unchanged
68 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 114,472114.5k $422.4k $422.4k 0.00% Reduced -43.0k -42,968
69 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 108,290108.3k $399.6k $399.6k 0.00% Reduced -9.2k -9,166
70 Palumbo Wealth Management LLC 0.08% of their portfolio GREAT NECK, NY 103,801103.8k $383.0k $383.0k 0.08% Added +1.6k +1,555
71 MILESTONE ASSET MANAGEMENT, LLC 0.06% of their portfolio PITTSBURGH, PA 100,035100.0k $369.1k $369.1k 0.06% New
72 TD Asset Management Inc 0.00% of their portfolio Toronto, A6 94,14894.1k $347.4k $347.4k 0.00% Unchanged
73 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 92,17492.2k $340.1k $340.1k 0.00% Added +25.8k +25,750
74 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 90,73590.7k $334.8k $334.8k 0.00% Reduced -666 -666
75 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 88,05888.1k $324.9k $324.9k 0.00% Added +24.3k +24,285
76 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 88,02988.0k $324.8k $324.8k 0.00% Reduced -6.0k -6,037
77 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 87,31087.3k $322.2k $322.2k 0.00% Added +70.9k +70,873
78 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 85,30085.3k $314.8k $314.8k 0.00% Unchanged
79 LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio LOS ANGELES, CA 82,30582.3k $303.7k $303.7k 0.00% Added +29.7k +29,690
80 PROFUND ADVISORS LLC 0.01% of their portfolio BETHESDA, MD 72,62472.6k $268.0k $268.0k 0.01% Reduced -23.2k -23,182
81 Legal & General Group Plc 0.00% of their portfolio London, X0 66,44466.4k $245.2k $245.2k 0.00% Unchanged
82 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 66,10166.1k $243.9k $243.9k 0.00% Added +31.7k +31,688
83 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio HOUSTON, TX 64,80064.8k $239.1k $239.1k 0.00% Reduced -70.0k -70,000
84 Jupiter Topco LLC 0.00% of their portfolio NEW YORK, NY 60,90060.9k $224.4k $224.4k 0.00% First filing
85 Engineers Gate Manager LP 0.00% of their portfolio NEW YORK, NY 59,13359.1k $218.2k $218.2k 0.00% Reduced -51.2k -51,215
86 VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio London, EC4N 8AF, X0 59,02159.0k $217.8k $217.8k 0.00% Unchanged
87 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 58,92258.9k $217.0k $217.0k 0.00% New
88 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 57,46057.5k $210.6k $210.6k 0.00% Reduced -2.0k -2,010
89 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 56,19256.2k $207.3k $207.3k 0.00% Added +12.0k +11,984
90 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 50,99451.0k $188.2k $188.2k 0.00% Reduced -13.3k -13,279
91 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 49,94149.9k $184.3k $184.3k 0.00% Added +357 +357
92 Mutual Advisors, LLC 0.00% of their portfolio OMAHA, NE 45,00045.0k $166.1k $166.1k 0.00% Reduced -200 -200
93 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 44,26944.3k $163.4k $163.4k 0.00% Unchanged
94 Quadrature Capital Ltd 0.00% of their portfolio LONDON, X0 43,66343.7k $161.1k $161.1k 0.00% Reduced -3.2k -3,230
95 IvyRock Asset Management (HK) Ltd 0.09% of their portfolio SHEUNG WAN, K3 41,80041.8k $154.2k $154.2k 0.09% Unchanged
96 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 40,86740.9k $140.2k $140.2k 0.00% Added +560 +560
97 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 39,07839.1k $144.2k $144.2k 0.00% Reduced -2.1k -2,143
98 State of New Jersey Common Pension Fund D 0.00% of their portfolio TRENTON, NJ 33,56933.6k $123.9k $123.9k 0.00% Added +2.7k +2,724
99 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 32,85432.9k $122.0k $122.0k 0.00% Added +20.5k +20,517
100 Crestwood Advisors Group, LLC 0.00% of their portfolio BOSTON, MA 32,04132.0k $118.2k $118.2k 0.00% Reduced -333 -333